Product Manager

Founding Product Manager, AI-Native Wealth Management Start-Up (Consumer, AI)New York, NY (Flatiron, On-site)I’m working with a New York start-up that is rebuilding wealth management with AI. Most people still get reactive advice: an annual check-in, a financial plan that sits in a document, and an advisor juggling hundreds of clients. Their platform keeps a living picture of each client, spots when life changes happen and adjusts the plan before the client thinks to ask. It takes the low-value work off advisors so they can focus on the parts that need a person.The model is working. The company launched by acquiring advisory firms, so it had real advisors, real clients and over $1B in client assets from day one. It has raised a $64M Series A and is less than a year out of stealth. The team is around 15 people.The RoleThis is the company’s first Product Manager. So far the product has been shaped by engineers and wealth advisors, and this hire brings the product lens. It’s a hands-on individual contributor role, working directly with the founder and the engineering team.Typical work includes:Owning the advisor platform and the consumer-facing client experience end to endSetting priorities, scoping work, launching and iteratingTurning ideas into clear workstreams and timelines with engineeringPushing back on engineers and leadership when needed, and keeping it collaborativeShaping the AI features at the core of the platformBuilding a lightweight product function from 0 to 1Product FocusConsumer fintech, AI agents and agentic workflows, AI/LLM features, product analytics.What they’re looking for5 to 10 years as a Product Manager, with title progression to Senior PM, Lead PM or Product LeadEnd-to-end ownership of a consumer (B2C) product at a start-up: discovery, scoping, launch and iterationTime at a well-known, high-growth company or start-upHands-on experience shipping AI features and using AI tools day to dayA clear story behind each career moveFounding PM or early-stage experience is a strong plusFintech, wealth or other regulated consumer experience is a plus but not requiredYour track record matters more than where you studiedThe OpportunityBe the first PM and work directly with the founder, with no layers in betweenOwn the product end to end and set up how product works as the company scales$200,000 to $300,000 base plus equity and bonusFully on-site in Flatiron, New York CityOpen to US citizens, Green Card holders and visa transfers (such as OPT or H-1B transfers)